ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $416,114 | -5.0% | 10,142 | -4.0% | 0.20% | +2.5% |
Q2 2023 | $437,803 | -8.1% | 10,562 | -7.6% | 0.20% | -11.2% |
Q1 2023 | $476,635 | +55258.3% | 11,436 | -45.7% | 0.22% | -49.0% |
Q4 2022 | $861 | -99.9% | 21,054 | -0.7% | 0.44% | -1.4% |
Q3 2022 | $847,000 | +14.3% | 21,213 | +16.1% | 0.44% | +18.4% |
Q2 2022 | $741,000 | -3.4% | 18,277 | +4.8% | 0.37% | +12.3% |
Q1 2022 | $767,000 | +3.4% | 17,438 | +6.4% | 0.33% | +5.7% |
Q4 2021 | $742,000 | +3.2% | 16,386 | +4.2% | 0.32% | -61.8% |
Q3 2021 | $719,000 | -6.4% | 15,729 | -6.1% | 0.82% | +131.7% |
Q1 2021 | $768,000 | +5.5% | 16,759 | +4.6% | 0.36% | -6.8% |
Q4 2020 | $728,000 | -18.0% | 16,027 | -20.7% | 0.38% | -19.9% |
Q3 2020 | $888,000 | +1.1% | 20,206 | -1.3% | 0.48% | -9.0% |
Q2 2020 | $878,000 | +0.8% | 20,477 | -3.9% | 0.52% | -15.3% |
Q1 2020 | $871,000 | -88.0% | 21,319 | -86.4% | 0.62% | -85.7% |
Q4 2019 | $7,259,000 | – | 156,340 | – | 4.32% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BTS Asset Management, Inc. | 949,514 | $41,741,000 | 12.80% |
Divergent Planning, LLC | 352,028 | $15,419,000 | 9.87% |
Value Monitoring, Inc. | 36,646 | $1,611,000 | 9.35% |
Thrive Capital Management, LLC | 269,754 | $11,858,000 | 7.15% |
B, B, H, & B INC. | 156,560 | $6,882,000 | 6.49% |
Sound Income Strategies, LLC | 1,077,688 | $47,375,000 | 5.45% |
Legacy Financial Group LLC | 418,177 | $18,383,000 | 5.39% |
Kathmere Capital Management, LLC | 715,443 | $31,451,000 | 5.35% |
IRONWOOD WEALTH MANAGEMENT, INC. | 164,159 | $7,216,000 | 5.21% |
Regal Wealth Group, Inc. | 187,064 | $8,057,000 | 5.02% |